JPMorgan Core Bond Fund Select Class

 (MUTF:WOBDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.08%
   
1 week   +0.34%
   
4 week   +1.10%
   
3 month   +0.51%
   
YTD   +1.87%
   
1 year   +4.79%
   
3 years*   +2.86%
   
5 years*   +4.46%
   
*annualized
Best 3 month return+5.60%  
Worst 3 month return-2.93%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Average Below Average
5 years Average Below Average
10 years Above Average Below Average
Overall Above Average Below Average

Key statistics

Total assets28.98B 
Front load-  
Deferred load-  
Expense ratio0.58%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash9.90%  
Stocks0.00%  
Bonds89.26%  
Other0.84%  

Purchase information

Initial$1,000,000  
11.93+0.02(0.17%)
Apr 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. As part of its main investment strategy, it may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. The fund's average weighted maturity will ordinarily range between four and 12 years.
Fund filings (PDF) »
Asset managers:
Douglas Swanson (Started: Dec 1, 1991)
Christopher Nauseda (Started: May 31, 2006)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.18 0.25 0.60 0.72
Beta* 0.92 0.88 0.88 0.86
Mean annual return 0.42 0.25 0.37 0.43
R-squared* 99.23 98.06 96.98 89.41
Standard deviation 2.75 2.59 2.50 2.96
Sharpe ratio 1.81 1.14 1.75 1.22
* Against standard index

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